Scale is crucial in the wealth-management business ... are the “mass affluent.” According to credit-reporting agency Equifax, 35% of U.S. households count as mass affluent, and 10% are ...

Wealth management services cater to affluent individuals for comprehensive financial needs. Minimum assets for such firms typically start around $500,000 with services scaled by net worth.

As they traverse their financial paths, affluent people actively seek out the best private wealth management possibilities ..